The status quo is changing markedly. Oil prices are heading south as the United States ramps up production and OPEC refuses to cut to compensate. Moreover, global demand is looking sluggish with weakening growth in Europe, Japan, and China. The weakening of Chinese demand suggests that there could be a regime change taking place whereby the global driver of commodity demand is declining at precisely the moment when the expansion of global supplies is finally arriving. Read more

After declining 7.3% in Q2 2014, Japan’s GDP fell 1.6% in Q3 2014 — officially placing the country in recession. It seems Japanese Prime Minister Shinzo Abe’s “Abenomics” strategy is failing. Should this really be a surprise?Read more

Three top Wall Street strategists shared their predictions on the future performance of global financial markets with the CFA Society Toronto recently. While guardedly optimistic, they included calls for slow growth, increased volatility, and a return for active management. Read more

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All posts are the opinion of the author. As such, they should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute or the author’s employer.